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Oracle ® Retail CWDirect Order Management System Release Notes Release 18.0 October 2016

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Page 1: Oracle Retail CWDirect Order Management System Release ...€¦ · Non-company specific conversion program that: Updates the IJCT trigger rule and XML inclusion files without removing

Oracle® Retail CWDirect Order Management SystemRelease Notes Release 18.0

October 2016

Page 2: Oracle Retail CWDirect Order Management System Release ...€¦ · Non-company specific conversion program that: Updates the IJCT trigger rule and XML inclusion files without removing

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Oracle® Retail CWDirect Order Management System Release Notes, Release 18.0

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

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This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

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Oracle Retail VAR Applications The following restrictions and provisions only apply to the programs referred to in this section and licensed to you. You acknowledge that the programs may contain third party software (VAR applications) licensed to Oracle. Depending upon your product and its version number, the VAR applications may include:

(i) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation (MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail Data Warehouse and MicroStrategy for Oracle Retail Planning & Optimization applications.

(ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland, Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory Management.

(iii) the software component known as Access Via™ licensed by Access Via of Seattle, Washington, and imbedded in Oracle Retail Signs and Oracle Retail Labels and Tags.

(iv) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of San Jose, California, and imbedded in Oracle Retail Promotion Planning & Optimization application.

You acknowledge and confirm that Oracle grants you use of only the object code of the VAR Applications. Oracle will not deliver source code to the VAR Applications to you. Notwithstanding any other term or condition of the agreement and this ordering document, you shall not cause or permit alteration of any VAR Applications. For purposes of this section, "alteration" refers to all alterations, translations, upgrades, enhancements, customizations or modifications of all or any portion of the VAR Applications including all reconfigurations, reassembly or reverse assembly, re-engineering or reverse engineering and recompilations or reverse compilations of the VAR Applications or any derivatives of the VAR Applications. You acknowledge that it shall be a breach of the agreement to utilize the relationship, and/or confidential information of the VAR Applications for purposes of competitive discovery.

The VAR Applications contain trade secrets of Oracle and Oracle's licensors and Customer shall not attempt, cause, or permit the alteration, decompilation, reverse engineering, disassembly or other reduction of the VAR Applications to a human perceivable form. Oracle reserves the right to replace, with functional equivalent software, any of the VAR Applications in future releases of the applicable program.

Page 4: Oracle Retail CWDirect Order Management System Release ...€¦ · Non-company specific conversion program that: Updates the IJCT trigger rule and XML inclusion files without removing

CWDirect Release Notes v18.0

February 2015 2 of 16

Table of Contents

Table of Contents ..................................................................................................................2

Release Overview ................................................................................................................3 Prerequisites ........................................................................................................................3 Alerts ...................................................................................................................................3 Conversion Programs ..........................................................................................................6 Documentation .....................................................................................................................7 Features ..............................................................................................................................8 Compatibility Matrix ............................................................................................................16

Note: The rebranding for the latest version of this document is in development as part of post MICROS acquisition activities. References to former MICROS product names may exist throughout this document.This document was originally published in February, 2015.

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CWDirect Release Notes v18.0

February 2015 3 of 16

Release Overview This document briefly describes the enhancements and new features in CWDirect 18.0. For more information about this release, including a description of all resolved deficiencies and further explanation of the new features, please review the CWDirect 18.0 PTF Listing.

Prerequisites Prior to installing this upgrade, you must be on CWDirect 17.0, which was released in June 2014.

Alerts Alert 1: Prerequisites To install the CWDirect v18.0 upgrade, you must be on CWDirect version 17.0 and a minimum of V7R1 of the IBM Operating system.

Alert 2: IBM Operating System We have fully certified the CWDirect v18.0 application on IBM OS V7R1M0 L00, including integrations. The application has also been tested on IBM OS V7R2M, but no ancillary products or integrations have been tested.

Alert 3: Jacada GUI Application This release of CWDirect supports Jacada v9.2.1 and is compatible with IE7 through IE11 and JRE up to version of 1.8.0_31.

Since we upgraded to Jacada v9.2.1 in CWDirect v17.0 and changes were required to the storing of JAR files, users will still have the following screens appear. These screens require the user to confirm that they want to run the applications needed to access GUI.

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CWDirect Release Notes v18.0

February 2015 4 of 16

The user should check the box ‘Do not show this again for apps from the publisher and location above’ and select ‘Run’ for each of these windows. This will suppress these windows from displaying again when this user signs into GUI using the same browser. The windows will appear again if a different browser is used.

Alert 4: PkMS There have been changes to the PkMS Integration in this release of CWDirect. If you use the PKMS / WMS integration, you need to download/load the PKMS CD as part of this upgrade.

Alert 5: QAS With this release of CWDirect, the QAS Integration has been reestablished. We have tested version 3.7 of the QAS product with this release of CWDirect.

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CWDirect Release Notes v18.0

February 2015 5 of 16

Alert 6: CWData 18.0 There have been no changes to CWData in this release. There will be no CWData CD distributed with the CWDirect 18.0 release.

Alert 7: CWStore This release of CWDirect is compatible with CWStore 12.0 and 13.0, along with version 4.0 and 5.0 of the Store Sites. However, when you upgrade to CWStore 13.0, you must load a patch for version 4.0 of the Store site as well as the version 5.0 site. Please check with Customer Support or your Project Manager for more information.

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CWDirect Release Notes v18.0

February 2015 6 of 16

Conversion Programs Conversion Program 1 POST_IJCT (CVX0684) Update Trigger Rules & XML Inclusion file Non-company specific conversion program that: Updates the IJCT trigger rule and XML inclusion files without removing any records currently in these files. Conversion Program 2 – POST_DTAAR Non-company specific update program that: Updates the release level in a data area to identify the CWDirect version you have most recently installed.

Conversion Program 3 – POST_OBRSQ Non-company specific update program that: Populates the new sequence # field in the Order Broker and Order Broker History files.

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CWDirect Release Notes v18.0

February 2015 7 of 16

Documentation The following documentation has been created or updated for this release.

Document Title Description

Installation Instructions Describes how to upgrade the CWDirect application to v18.0. Please review the installation instructions prior to the upgrade.

Release Notes Describes at a high level the new features available in CWDirect 18.0. This document also includes any alerts and conversion program documentation.

Documented Project Listings

Identifies the features that have been newly documented in the online help and other reference guides.

CWDirect 18.0 PTF Listing Describes the new enhancements and resolved deficiencies in CWDirect 18.0, and is organized by functional areas for ease of distribution.

Database New File Listing Identifies database files that have been added as part of the upgrade.

Database Change Listings Identifies database files that have been changed as part of the upgrade.

Java Install Instructions Describes how to upgrade the CWDirect Java Components for CWDirect v18.0. Please review the installation instructions prior to the upgrade.

PkMS Object Change Listing

Identifies PkMS Object changes that have been made as part of the upgrade.

CWDirect 18.0 Data Security and Encryption Guide

Updated version of the Data Security and Encryption Guide to be referenced when setting up encryption or validating security procedures. This document is password protected.

CWDirect Ecommerce Manual

Updated version describes key integration points between CWDirect and a web storefront.

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CWDirect Release Notes v18.0

February 2015 8 of 16

Features This section includes brief summaries of some of the enhancements to CWDirect 18.0. Please refer to the PTF Listing for a complete list of all enhancements.

Customer Service Bypass CTI Reason Code Entry in Order Inquiry/Order Maintenance In a previous release of CWDirect, an SCV was created to require an Order Inquiry Reason code to be entered when a user exited Order Inquiry or Order Maintenance from the Customer Selection screen (CTI). This enhancement did not allow any override to this entry. With this release, a new secured feature B23 ‘Bypass CTI Reason Code Entry’ has been created. This secured feature allows specific users or user groups; i.e. supervisors and managers; the ability to bypass the entry of a reason code.

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CWDirect Release Notes v18.0

February 2015 9 of 16

Enhanced Auditing The enhancements described below provide additional audit capabilities within the product. User Security Logging The latest version of PA-DSS, v3.0, requirement (4.2.5), requires the payment application to have an identification and authentication mechanisms (including, but not limited to creation of new accounts, elevation of privileges, etc.), and all changes, additions, deletions to application accounts with root or administrative privileges are logged. To meet this requirement, a new User Audit file has been created to track additions and changes to any User or User Authority within the CWDirect application. There is no display over this file. Query or SQL must be used to review entries in this file. A purge of this file has also been created and has been implemented as a periodic function. Remote Batch Order Change Audit To provide better visibility to users who have maintained an order in error prior to the order being accepted, an order transaction history message is written each time an order in a remote batch is accessed. Note: Remote orders refer to Ecommerce, Phone Interface, Retail Channel and Customer membership orders.

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CWDirect Release Notes v18.0

February 2015 10 of 16

Refund Maintenance Audit To avoid potential fraud and to better keep track of any change made to a refund record prior to being processed, an order transaction history message is written each time a refund record is accessed through Work with Refunds .

Payment Processing Require Card Security Value by Bin Range Some prepaid cards and stored value cards require a PIN or card security value. To remove this responsibility from the operator, the Credit Card Bin File has been modified to add a ‘Require Card Security’ field. When the operator enters a card number with a bin range that matches a record in the Credit Card Bin file that requires a card security, the screen will prompt the user for the card security value and will not allow them to accept the order without this information.

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CWDirect Release Notes v18.0

February 2015 11 of 16

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CWDirect Release Notes v18.0

February 2015 12 of 16

Virtual Stored Value Card PIN Because some companies want to require a PIN for a virtual stored value cards from the time the card is created through use of that card, CWDirect has been modified to allow this ability. The product has been enhanced to allow the Virtual Stored Value Card file to store Virtual Card Number ID#, which is the actual PIN. When a customer purchases a virtual stored value card, the VCN ID# will be pulled along with the card number and be used for activation. This information will also be sent in the stored value card email for the customer’s use and will be stored with the stored value card file. Note: This enhancement was developed for use with Paymentech. Relate and/or ValueCard has not been modified to support this new feature. Integrations Locate Java Integration With this release of CWDirect, a new Locate Java Integration has been created that will no longer use CWIntegrate. This integration will include:

Streamlined Product and Inventory Import into Locate

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CWDirect Release Notes v18.0

February 2015 13 of 16

Merchandise Locator/Item Availability from both CWDirect and the POS system via Locate.

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CWDirect Release Notes v18.0

February 2015 14 of 16

Brokered Backorders – Buy in CWDirect, ship from store

Delivery orders – Buy in store, deliver to customer from CWDirect

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CWDirect Release Notes v18.0

February 2015 15 of 16

Retail Pickup orders – Buy in store, ship from CWDirect , to originating store

Note: The existing Locate Integration that requires use of the CWIntegrate Locate site is still supported with Locate v2.5. This new integration requires Locate v5.1. Note: This new Locate Java Integration requires that the programs be stored in a file folder on the I I

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CWDirect Release Notes v18.0

February 2015 16 of 16

Compatibility Matrix Product Supported Versions CWData 18.0 CWAnalytics 2.0 CWIntegrate 3.0, 4.0 CWCollaborate 3.6 CWStore 12.0 & 13.0 Locate 2.5 (.NET Integration, Locate Site Required – Order broker

only) 4.5 (Drop Ship Module only – Web Service based) 5.1 & 5.2 (new Java Integration – Order Broker & Drop Ship)

CWValueCard 2.5 OS/400 OS Version V5R4 thru V7R1

V7R2 has been tested with the application only, not any ancillary products or integrations.

Websphere MQ AS400 – V7R1M8 Server – V7R0M1 and no higher

Vertex Vertex 5.2, Vertex 6.0 Group One / Code One 2.7 Manhattan Associates PkMS v19, v2001

Quadrant – FastFax Product FastFax Enterprise Version 4.3

Jacada Jacada (JIS Java) version 9.1.2 Supports JRE in browser of Sun up to 1.8.0_31

Internet Explorer (for GUI) V11.0 and below QAS v3.7 of the Text Protocol Server Chase Paymentech Orbital Gateway XML version 5.4 Rel 2 Paymentech File Formats Online v4.0 And 96-byte 1.6.2 Batch Format – Point to point

Online v6.0 and 96-byte v1.7.1 Batch Format – Site v2.0 Online v7.4 and 120-Byte v3.0.0 Batch Format – Site v3.0

Litle Schema V1.0 – Litle XML Reference Guide 8.2 v2.1 (no Tokenization) V2.0 – Litle XML Reference Guide 8.5 v2.1 (Tokenization & BML)

Chase File Formats P.O.S. Authorization Non-Transparent, Character Formats for Retail and Mail/Telephone Order Industries dated 10/04/2004 RM3 Version 13.1 and Electronic File Specifications for Batch Authorization and Settlement Processing dated 10/18/2004 Version 3.16.

Cybersource Transaction Schema 1.3.8 eBillMe Schema 3.0 Paymentech CWIntegrate Site 2.0, 3.0 Litle CWIntegrate Site 1.0, 2.0 Chase CWIntegrate Site 2.0, 3.0 CWStore CWIntegrate Site 4.0 eBillMe CWIntegrate Site 1.0 CyberSource CWIntegrate Site 1.0